LLOYDS BANKING GROUP PLC (LYG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
590
Reporting holders
$3.4B
Reported value
1.1%
Held as options
+41
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $297.4M | 51,014,992 | 0.01% | 31q | +5.1%+$14.6M |
| Mondrian Investment Partners LTD | $291.2M | 49,945,225 | 4.49% | 30q | -3.7%-$11.2M |
| MORGAN STANLEY | $248.8M | 42,671,550 | 0.01% | 35q | +68.2%+$100.9M |
| JPMORGAN CHASE & CO | $182.6M | 31,757,731 | 0.01% | 31q | +27.5%+$39.4M |
| GOLDMAN SACHS GROUP INC | $154.9M | 26,503,021 | 0.01% | 31q | +5.2%+$7.6M |
| WCM INVESTMENT MANAGEMENT, LLC | $150.4M | 26,155,105 | 0.27% | 2q | -1.5%-$2.3M |
| NORTHERN TRUST CORP | $137.8M | 23,632,830 | 0.02% | 31q | HELD |
| Fisher Asset Management, LLC | $125.4M | 21,504,433 | 0.04% | 6q | -86.0%-$769.6M |
| BNP PARIBAS FINANCIAL MARKETS | $105.7M | 18,122,890 | 0.04% | 8q | +4192.3%+$103.2M |
| CITIGROUP INC | $97.6M | 16,746,452 | 0.03% | 31q | +2674.0%+$94.1M |
| CIBC Bancorp USA Inc. | $87.8M | 15,053,607 | 0.11% | 2q | -2.8%-$2.6M |
| DIMENSIONAL FUND ADVISORS LP | $75.0M | 12,861,050 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $73.3M | 12,564,633 | 0.02% | 31q | +2.9%+$2.0M |
| AMERICAN CENTURY COMPANIES INC | $70.1M | 12,027,892 | 0.03% | 27q | +4.5%+$3.0M |
| Optiver Holding B.V. | $65.5M | 10,812,139 | 0.02% | 2q | +334.8%+$50.4M |
| JANE STREET GROUP, LLC | $65.0M | 10,930,525 | 0.01% | 31q | -7.9%-$5.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $59.7M | 10,236,228 | 0.03% | 17q | +49.0%+$19.6M |
| BlackRock, Inc. | $57.9M | 9,928,067 | 0.00% | 8q | -4.4%-$2.7M |
| MILLENNIUM MANAGEMENT LLC | $51.5M | 8,098,237 | 0.02% | 16q | +27.0%+$11.0M |
| BANK OF AMERICA CORP /DE/ | $46.7M | 8,005,022 | 0.00% | 31q | +2.9%+$1.3M |
| First Eagle Investment Management, LLC | $40.8M | 7,001,757 | 0.07% | 23q | -5.4%-$2.3M |
| Qube Research & Technologies Ltd | $36.7M | 6,288,166 | 0.03% | 3q | +181.1%+$23.6M |
| ABC ARBITRAGE SA | $33.2M | 5,689,418 | 3.58% | 2q | +18306.4%+$33.0M |
| BANK OF MONTREAL /CAN/ | $30.5M | 5,235,547 | 0.01% | 31q | +1113.6%+$28.0M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $30.3M | 5,201,812 | 0.13% | 2q | +51.2%+$10.3M |
| Crossmark Global Holdings, Inc. | $28.2M | 4,844,087 | 0.37% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $27.9M | 4,792,690 | 0.01% | 10q | +59.9%+$10.5M |
| ASSETMARK, INC | $27.0M | 4,635,820 | 0.05% | 19q | +20.4%+$4.6M |
| Symmetry Investments LP | $25.6M | 693,000 | 1.73% | 5q | -24.0%-$8.1M |
| CITADEL ADVISORS LLC | $21.0M | 3,524,847 | 0.00% | 31q | +528.5%+$17.7M |
| WELLS FARGO & COMPANY/MN | $20.9M | 3,581,617 | 0.00% | 31q | -52.2%-$22.8M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $20.2M | 3,471,365 | 0.09% | 27q | +8.8%+$1.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.3M | 2,964,818 | 0.00% | 15q | +18.3%+$2.7M |
| Sixth Street Partners Management Company, L.P. | $17.3M | 2,964,818 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $17.2M | 2,943,648 | 0.00% | 7q | +6.5%+$1.0M |
| LPL Financial LLC | $13.6M | 2,337,659 | 0.00% | 31q | +7.2%+$915.2K |
| Point72 Asset Management, L.P. | $13.2M | 2,262,925 | 0.01% | 5q | -43.1%-$10.0M |
| Schonfeld Strategic Advisors LLC | $12.9M | 2,204,316 | 0.05% | new | NEW |
| CIBC WORLD MARKET INC. | $12.8M | 2,199,518 | 0.02% | 31q | -1.0%-$130.4K |
| RITHOLTZ WEALTH MANAGEMENT | $12.8M | 2,190,480 | 0.10% | 26q | +109.0%+$6.7M |
| MARSHALL WACE, LLP | $12.3M | 2,109,294 | 0.01% | 2q | -56.8%-$16.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $12.2M | 2,099,336 | 0.01% | 24q | +91.7%+$5.9M |
| CAPITAL FUND MANAGEMENT S.A. | $12.2M | 2,093,662 | 0.05% | 3q | +185.0%+$7.9M |
| Clearbridge Investments, LLC | $11.7M | 1,998,538 | 0.01% | 9q | -1.0%-$112.5K |
| Aquatic Capital Management LLC | $11.5M | 1,964,677 | 0.39% | 5q | +2480.0%+$11.0M |
| Trexquant Investment LP | $11.0M | 1,891,954 | 0.06% | 2q | +74.9%+$4.7M |
| Cetera Investment Advisers | $10.6M | 1,817,733 | 0.01% | 26q | -7.8%-$891.6K |
| Farringdon Capital, Ltd. | $10.5M | 1,797,519 | 5.19% | new | NEW |
| QRG CAPITAL MANAGEMENT, INC. | $10.1M | 1,731,571 | 0.08% | 12q | +12.0%+$1.1M |
| Creative Planning | $8.9M | 1,531,629 | 0.01% | 31q | +2.2%+$190.7K |
| TD Waterhouse Canada Inc. | $8.8M | 1,494,395 | 0.02% | 19q | -15.1%-$1.6M |
| MML INVESTORS SERVICES, LLC | $8.5M | 1,453,513 | 0.02% | 31q | +43.8%+$2.6M |
| Ethic Inc. | $8.4M | 1,439,559 | 0.10% | 27q | -2.6%-$227.8K |
| UBS Group AG | $8.3M | 1,431,159 | 0.00% | 31q | -4.2%-$366.6K |
| NINE MASTS CAPITAL Ltd | $8.1M | 1,384,610 | 0.81% | new | NEW |
| LOGAN CAPITAL MANAGEMENT INC | $8.0M | 1,374,230 | 0.30% | 10q | HELD |
| EAGLE GLOBAL ADVISORS LLC | $7.5M | 1,290,000 | 0.25% | 6q | +28.4%+$1.7M |
| Y-Intercept (Hong Kong) Ltd | $7.4M | 1,261,414 | 0.15% | new | NEW |
| OLD MISSION CAPITAL LLC | $7.3M | 1,257,130 | 0.12% | new | NEW |
| ROYAL BANK OF CANADA | $7.1M | 1,222,547 | 0.00% | 31q | +1.6%+$115.0K |
| STIFEL FINANCIAL CORP | $6.9M | 1,188,031 | 0.01% | 19q | HELD |
| Henry James International Management Inc. | $6.7M | 1,157,361 | 2.02% | 30q | +70.0%+$2.8M |
| XTX Topco Ltd | $6.7M | 1,154,325 | 0.09% | 13q | +917.4%+$6.1M |
| Focus Partners Wealth | $6.7M | 1,148,141 | 0.01% | 7q | +5.7%+$361.0K |
| Mariner, LLC | $6.7M | 1,142,245 | 0.01% | 17q | +3.5%+$223.4K |
| Beck Bode, LLC | $6.6M | 1,138,120 | 1.00% | 5q | +1.2%+$79.7K |
| Gradient Investments LLC | $6.1M | 1,038,552 | 0.08% | 2q | +5.9%+$337.8K |
| Pathstone Holdings, LLC | $6.0M | 1,035,643 | 0.02% | 11q | +4.1%+$235.0K |
| Integrated Quantitative Investments LLC | $6.0M | 1,029,049 | 0.98% | 2q | +13.8%+$725.5K |
| Bank of New York Mellon Corp | $5.6M | 958,770 | 0.00% | 31q | +0.6%+$31.2K |
| HighTower Advisors, LLC | $5.4M | 930,231 | 0.01% | 31q | -2.1%-$114.9K |
| Nuveen, LLC | $5.2M | 899,765 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $5.2M | 887,582 | 0.01% | 30q | +1.1%+$57.1K |
| MANNING & NAPIER ADVISORS LLC | $4.8M | 831,808 | 0.06% | 3q | +48715.0%+$4.8M |
| Vanguard Personalized Indexing Management, LLC | $4.7M | 800,490 | 0.04% | 20q | +5.0%+$220.7K |
| AMERIPRISE FINANCIAL INC | $4.3M | 742,245 | 0.00% | 31q | -47.1%-$3.9M |
| SEI INVESTMENTS CO | $4.2M | 728,006 | 0.00% | 20q | +5.8%+$231.2K |
| Tower Research Capital LLC (TRC) | $3.9M | 675,596 | 0.10% | 2q | +5885.6%+$3.9M |
| Squarepoint Ops LLC | $3.7M | 642,950 | 0.00% | 6q | +67.4%+$1.5M |
| Cerity Partners LLC | $3.7M | 640,341 | 0.00% | 31q | +2.0%+$74.5K |
| US BANCORP \DE\ | $3.7M | 630,200 | 0.00% | 31q | +20.6%+$627.8K |
| JONES FINANCIAL COMPANIES LLLP | $3.5M | 622,216 | 0.00% | 9q | +20.2%+$594.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.2M | 552,552 | 0.03% | 31q | -2.5%-$81.0K |
| NEUBERGER BERMAN GROUP LLC | $3.2M | 549,703 | 0.00% | 19q | -2.2%-$71.2K |
| PNC Financial Services Group, Inc. | $3.1M | 527,979 | 0.00% | 31q | +9.5%+$267.2K |
| M&T Bank Corp | $3.0M | 513,516 | 0.01% | 31q | +8.0%+$222.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.8M | 477,622 | 0.00% | 4q | HELD |
| Russell Investments Group, Ltd. | $2.8M | 476,310 | 0.00% | 14q | +18.4%+$432.2K |
| TUDOR INVESTMENT CORP ET AL | $2.8M | 475,209 | 0.00% | new | NEW |
| Vident Advisory, LLC | $2.8M | 472,440 | 0.02% | 12q | +4.3%+$114.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 331,881 | 0.00% | 31q | +210.8%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $2.7M | 458,500 | 0.00% | 2q | +11.3%+$270.5K |
| Naviter Wealth, LLC | $2.6M | 451,862 | 0.24% | 17q | +22.8%+$489.7K |
| Capricorn Fund Managers Ltd | $2.6M | 450,000 | 0.21% | new | NEW |
| HF Advisory Group, LLC | $2.6M | 445,833 | 0.80% | 10q | +14.8%+$335.0K |
| OSAIC HOLDINGS, INC. | $2.5M | 427,616 | 0.00% | 26q | +11.7%+$260.7K |
| NewEdge Wealth, LLC | $2.5M | 423,223 | 0.02% | 17q | +3.5%+$82.6K |
| BTC Capital Management, Inc. | $2.5M | 421,179 | 0.15% | 3q | +1.5%+$36.7K |
| Corient Private Wealth LP | $2.4M | 417,066 | 0.00% | 15q | +87.3%+$1.1M |
| Compound Planning, Inc. | $2.4M | 415,779 | 0.06% | 11q | -17.6%-$517.2K |
Showing the largest 100 of 615 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 590 | $3.4B | 584,467,555 | 87 | 248 | 127 | 1.1% |
| Q1 2026 | 549 | $3.1B | 608,593,610 | 105 | 208 | 128 | 0.9% |
| Q4 2025 | 495 | $2.7B | 501,481,355 | 61 | 194 | 109 | 0.3% |
| Q3 2025 | 461 | $2.4B | 524,849,504 | 46 | 176 | 133 | 0.1% |
| Q2 2025 | 460 | $2.1B | 597,681,301 | 77 | 163 | 142 | 0.2% |
| Q1 2025 | 433 | $2.0B | 528,564,289 | 46 | 188 | 121 | 0.1% |
| Q4 2024 | 429 | $1.1B | 467,321,301 | 32 | 136 | 158 | 0.1% |
| Q3 2024 | 407 | $1.2B | 375,300,516 | 44 | 189 | 102 | 0.1% |
| Q2 2024 | 396 | $921.7M | 327,764,927 | 55 | 181 | 93 | 0.1% |
| Q1 2024 | 360 | $927.7M | 358,330,641 | 43 | 134 | 109 | 0.1% |
| Q4 2023 | 357 | $765.9M | 333,389,011 | 48 | 137 | 91 | 0.1% |
| Q3 2023 | 318 | $557.4M | 261,358,369 | 37 | 106 | 104 | 0.1% |
| Q2 2023 | 306 | $666.3M | 302,416,753 | 37 | 119 | 86 | 0.1% |
| Q1 2023 | 291 | $716.5M | 307,814,375 | 35 | 125 | 59 | 0.1% |
| Q4 2022 | 263 | $488.8M | 225,289,780 | 34 | 67 | 86 | 0.7% |
| Q3 2022 | 296 | $660.2M | 365,104,389 | 37 | 125 | 62 | 0.5% |
| Q2 2022 | 294 | $671.3M | 326,782,954 | 41 | 103 | 87 | 0.5% |
| Q1 2022 | 295 | $751.5M | 309,392,950 | 45 | 140 | 54 | 0.4% |
| Q4 2021 | 279 | $711.7M | 292,105,263 | 46 | 122 | 51 | 0.3% |
| Q3 2021 | 250 | $615.0M | 251,149,919 | 30 | 90 | 61 | 0.4% |
| Q2 2021 | 248 | $693.2M | 271,406,187 | 38 | 94 | 48 | 0.7% |
| Q1 2021 | 226 | $577.4M | 246,505,120 | 37 | 83 | 46 | 0.7% |
| Q4 2020 | 225 | $442.9M | 224,820,098 | 31 | 62 | 66 | 0.5% |
| Q3 2020 | 206 | $308.6M | 230,999,779 | 23 | 39 | 93 | 1.4% |
| Q2 2020 | 220 | $359.4M | 235,057,440 | 10 | 67 | 99 | 1.9% |
| Q1 2020 | 293 | $434.6M | 280,551,080 | 35 | 90 | 119 | 1.4% |
| Q4 2019 | 328 | $1.1B | 339,143,212 | 44 | 105 | 97 | 0.7% |
| Q3 2019 | 297 | $899.4M | 336,678,947 | 40 | 108 | 92 | 0.9% |
| Q2 2019 | 302 | $1.2B | 412,307,897 | 49 | 104 | 94 | 0.9% |
| Q1 2019 | 293 | $1.1B | 350,697,544 | 40 | 113 | 75 | 0.3% |
| Q4 2018 | 285 | $889.3M | 345,678,653 | 5 | 7 | 6 | 0.2% |